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UniCredit_BOE REVIEW_20240919
MPC sees gradual cuts, but we think they will move fasterThe Bank of England’s Monetary Policy Committee (MPC) voted 8-1 to leave the bank rate unchanged at 5.00% today. It voted
海外研报
2024年09月23日
UniCredit_Sunday Wrap_20240922
Two additional road signs emerged this past week, confirming the direction of travel for economic policies in the Western world.
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2024年09月23日
UniCredit_WEEKLY SUPPLY PREVIEW EGB supply to remain at around EUR 25bn_20240916
EGB supply to remain at around EUR 25bn• Last week: EGB supply from Italy, Germany, the Netherlands and Ireland
海外研报
2024年09月23日
USB--Get ready 4Q outlook: Rates, votes, and volatility
As we look ahead into the fourth quarter of the year, rates, votes, and volatility will be in focus—all of which could affect investment outcomes.
海外研报
2024年09月24日
GD--FED HELPS BUT EM EQUITY RISKS REMAIN
The Fed opens the door for reluctant EM amid disinflation and faltering growth◼ China and the dollar are now more serious risks to EM than a US recession
海外研报
2024年09月24日
All That Glitters
Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a
海外研报
2024年09月24日
GS--REIT valuations show upside opportunities remain
In this note, we assess REIT valuations from a four-pronged framework in an interestrate cutting environment: 1) FFO multiples, 2) implied cap rates, 3) equity risk
海外研报
2024年09月24日
